S5000-Enterprise. User manual for the enterprise telephony

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1 S5000-Enterprise User manual for the enterprise telephony Reference: S5000 _EN_pbxUserMan Version: 1.5-ed2 Date: 22/01/2014 The last update of this manual is available at: , 2014 by M2MSOFT, All rights reserved. No part of this manual may be used or reproduced in any form or by any means, or stored in a database or retrieval system without prior written permission of M2MSOFT. Specifications subject to change without notice. 1 S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

2 1. Content 1. CONTENT INTRODUCTION PHONES THOMSON ST2030 / TB CALL FROM A CORRESPONDENT RECEPTION OF A CALL MULTI LINES / TWO-WAY SWITCH PUT ON HOLD BLIND TRANSFER CONSULTATION HOLD CONFERENCING WITH 3 PARTICIPANTS INTERCEPTION OF CALL (BARGE-IN) SIMPLE CALL FORWARDING LINE SHARING SHORTENED CALLS LINES SUPERVISION DTMF SEQUENCES ENTERPRISE DIRECTORY SMS SENDING ACCESS TO THE USER INTERFACE PHONES AASTRA 6757I AND AASTRA 6731I MAKE A CALL ANSWER A CALL MULTI LINES/TWO-WAY SWITCH PUT ON HOLD MAKE A TRANSFER CONFERENCING WITH 3 PARTICIPANTS INTERCEPTION OF CALLS (BARGE-IN) SIMPLE CALL FORWARDING LINE SHARING SHORTENED CALLS LINES SUPERVISION ENTERPRISE DIRECTORY STANDARD SIP PHONES (FIXED/DECT/WIFI) MULTI LINES/TWO-WAY SWITCH PUT ON HOLD BLIND TRANSFER TRANSFER WITH CONSULTATION CONFERENCING WITH 3 PARTICIPANTS INTERCEPTION OF CALLS (BARGE-IN) SIMPLE CALL FORWARDING LINE SHARING ENTERPRISE DIRECTORY SMS SENDING ADVANCED CALL RESENDING (FOR THE ADMINISTRATOR) MESSAGING (M5000 SERVER) RECEIVED MESSAGE NOTIFICATION ACCESS TO THE MESSAGING SYSTEM FROM THE PHONE VOCAL GUIDES AND SELECTIONS OF SERVICES ACCESS TO THE MESSAGING SYSTEM FROM A HTTP BROWSER S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

3 2. Introduction This manual aims to describe the generic IPBX functions of the S5000-Enterprise for the Thomson-ST2030 / TB30, Aastra 6757i / 6731i phones and the standard SIP phones (or analog on FXS gateways). Following functions: Call from a correspondent Reception of a call Multi-lines and two-way switch Put on hold Blind transfer Consultation hold Conferencing Interception of calls (barge-in) Shortened calls Lines supervision Simple call forwarding Advanced call forwarding Messaging M S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

4 3. Phones Thomson ST2030 / TB Call from a correspondent Line pick up (elective) -Pick up the phone Or -Press the key (amplified listening) or (headphone mode) Call -Manually dial the number (press OK if no line pick up) Or -Press the key for shortened call F3 F10 pre-programmed for the specific correspondent The shortened calls keys are programmable by the user (v 3.11) Or -Select a contact on the enterprise directory (v 3.14) 3.2. Reception of a call -Pick up the phone Or -Press the F1 flashing key that represents the line of the incoming call Or -Press the key (amplified listening) or (headphone mode) 3.3. Multi lines / two-way switch The phone must be configured with at least 2 lines (see with the system administrator). To establish a second call while a first communication is already running: -The F1 key (1 st line) is fixed green -Press the F2 key and dial the second number -The F1 key is flashing (1 st line on hold) and the F2 key is fixed green To allow a second incoming call while a first communication is already running: -The F1 key (1 st line) is fixed green -The F2 key (2 nd incoming call) is flashing -A call signal indicates the incoming call (it can be inactivated) -Press the F2 key to accept the 2 nd call -The F1 key is flashing (1 st line on hold) and the F2 key is fixed green 4 S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

5 To switch between the two lines, press the flashing key (F1 or F2). To end up the active communication, press the green fixed key (F1 or F2), to take the onhold correspondent, press the other flashing key Put on hold During a communication, you can put someone on hold by pressing the Hold key. To take someone back, press the Unhold key Blind transfer To transfer a correspondent during a communication, press the Transf key. Then call the new correspondent (dial manually or use the shortened call key). Press the Transf key to validate the transfer then hang up or press the Back key to leave the transfer and take the first correspondent back. 5 S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

6 3.6. Consultation hold To transfer a correspondent who is already in a communication, press the Transf key. Then call the new correspondent (dial manually or by using the shortened call key), wait for him to pick up. If he does accept the transfer, press the Transf key. If he does not accept the transfer, press the Back key to take the first correspondent back Conferencing with 3 participants To invite a second correspondent during a communication to establish a 3 participant s conference, press the Conf key. Then manually dial the number of the second participant. Wait for him to pick up. If he does accept to participate to the conference, press the Conf key. If he does not accept, press the Retour key. 6 S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

7 3.8. Interception of call (barge-in) You can intercept a call destined for the phone A from a phone B if the phones A and B are part of an interception call group defined by the system administrator. From the intercepting phone, dial: *01 + OK Or dial the phone number to intercept, or press the corresponding shortened call key if it has been programmed Simple call forwarding You can schedule call forwarding in two different ways: Systematically If busy or not answering after a certain amount of time that you define The call forwarding can be done: To a specific number (internal or external) To the phone messaging The activation or inactivation of call forwarding can be done from the phone or from the user interface: Activation and inactivation from the phone: Activation of the systematic call forwarding to another phone: *07<forward number> (eg forwarding to the n 4567: *074567) Activation of the systematic call forwarding to the messaging system: *07999 Activation of the call forwarding if busy/no answer to another telephone: *07<forward number>*<delay> (eg forwarding to the n 4567 after 12 seconds: *074567*12) Activation of the call forwarding if busy/no answer to the messaging system: *07999*<delay> (eg forwarding to the messaging system after 12 seconds: *07999*12) Inactivation of the call forwarding: *07 7 S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

8 Activation and inactivation from the user interface: Access to the user interface: see S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

9 3.10. Line sharing You can activate the line sharing in order to make ring your main phone and another one (internal or external), simultaneously (eg your mobile phone). The activation and inactivation of the line sharing can be done from the phone or from the user interface. Activation or inactivation from the phone: Activation of the line sharing: *08<number of the secondary phone> (eg with the mobile number : * ) Inactivation of the line sharing: *08 9 S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

10 Activation and inactivation from the user interface: Access to the user interface: see 3.16 NB: The removal of the Shared line field content inactivates the sharing. 10 S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

11 3.11. Shortened calls You can affect the F3 to F10 keys of the ST2030 (TB30) phone to shortened calls. Access to the user interface: see S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

12 3.12. Lines supervision On the F3 to F10 keys, you can supervise others phones states and see if they are in a communication or not. This function can be added to the shortened calls of a correspondent. Once a phone is supervised, the associated key is fixed green to indicate one (or more) activated communication(s). Otherwise, it is turned off. Access to the user interface: see S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

13 3.13. DTMF sequences You can affect a DTMF codes sequences on the keys F3 to F10 in order to be able to use them while a communication is established such as the selection of recurrent steps on a interactive voice response. Access to the user interface: see S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

14 3.14. Enterprise directory From the ST2030 phone: You can access to the enterprise directory from the ST2030 phone and directly call a selected contact. Press the key and then select the item Enterp.Directory. Enter a search criterion and press OK. The search criterion can be linked to the family name, the first name, the category. To obtain the complete list of contacts (no filter), enter *. To obtain first names or family names starting with AL for any category, dial AL. To obtain first names or family names containing AL, dial *AL. To obtain all the contacts of the categories starting with M2M, enter #M2M. To obtain first names/family names containing AL in the M2M category, enter *AL#M2M. Prefixed contacts with t or m respectively represent the fixed phone or the mobile (those elements are linked to the information on the directory). 14 S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

15 From the user interface: You can also access to the enterprise directory from the user interface and directly call a selected contact. Once you click on a contact (fixed or mobile), the caller phone rings and then the call is launched. Search criterions by first name/family name and/or category are available. Access to the user interface: see 3.16 To access to the enterprise directory click on: Select the search criterions and then click on the contact s phone number (fixed or mobile) SMS sending You can send SMS messages from the user interface to one or many IP phones. The addressee(s) phones rings (sound notification) and the message can be read on the screen with the following information too: date/time/sender. Go to Send a message and click on the addressee: You can add addressees (numbers separated with comas). To cancel the message display on the addressee s phone, dial * S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

16 3.16. Access to the user interface To access to the user web page from a HTML browser (Mozilla Firefox or Internet Explorer), enter the following URL: User: #<phone number> Password: (see with your system administrator) You can make a shortcut on your computer desktop (OS Windows/XP/Vista or Linux/Ubuntu) by clicking on: 16 S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

17 4. Phones Aastra 6757i and Aastra 6731i 4.1. Make a call You must pick up first: By taking the handset By clicking on for Aastra 6757i or for Aastra 6731i By clicking on a line/call key Then dial the number you want when you hear the tone Answer a call When you hear the incoming call s ringtone, you see the incoming number on the screen. The line/call indicator (identified by the L1, L2, L3, L4 keys) is flashing fast for the incoming call. Pick up the handset for this mode or Press on the or button to pick up with the hands-free mode If the phone is already on a communication, you automatically put it on hold (key line/call ) to answer to a new one. To take your interlocutor back, press on the line/call key that corresponds to your interlocutor s line. If you cannot answer to a call, the caller will be directed to the voice mail when this feature has been configured from your phone. 17 S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

18 Hands-free mode During a communication with your correspondent, you can activate the speaker from the handset. To switch between the handset mode and the hands-free mode, press on or Be careful, in the hands-free mode, you have to hang up the handset otherwise you won t hear your interlocutor Multi lines/two-way switch On the Aastra phones, the different lines are marked by Li To allow a second incoming call while a communication has already started: -The L1 key (marked as the 1 st line) is fixed green. -The L2 key (marked as the line of the 2 nd incoming call) is flashing. -A call signal indicated your incoming call -Press the L2 key to allow the 2 nd incoming call -The L1 key is flashing (1 st line on hold) and the L2 key is fixed green To switch between the n lines, press one of FLASHING keys (Li, i<n). The actual communication is put on hold and the Li line becomes active Put on hold During a call, the put on hold is made by taking a new line or by pressing the key. To take the correspondent back, press again on the You can put a communication on hold by picking a new line, if so, that will flash in green. To take the line back you have to select the line. key Make a transfer You are on line with an interlocutor and wish to transfer the call to one of your colleague: Press on Xfer (the client is on hold) Dial your colleague s number Without consultation: Press on Xfer once your hear the tone With consultation: If your correspondent accepts, press on Xfer 18 S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

19 4.6. Conferencing with 3 participants While you are on line: Press on Conf key Dial the number of the third participant and press on Dial Once you are linked to him, press on Conf to start the conference To take a participant off the conference, select a number on the screen via the keys and validate it with the key Drop Interception of calls (barge-in) You can intercept a call for the phone A from the phone B if the A and B phones are both in the same interception group (created by the system administrator). From the intercepting phone, dial: *01 + OK Or you can also dial the phone number you want to intercept or the shortened call key if it is already programmed Simple call forwarding You can program call forwarding: Systematically If busy or no answer after the delay you want Forwarding can be done: To a specific number (internal or external) To the phone messaging The activation or inactivation of the call forwarding can be done from the phone or from the user interface: Activation and inactivation from the phone; Activation of the systematic call forwarding to another phone: *07<forward number> (eg forwarding to the n 4567: *074567) Activation of the systematic call forwarding to the messaging system: *07999 Activation of the call forwarding if busy/no answer to another telephone: *07<forward number>*<delay> (eg forwarding to the n 4567 after 12 seconds: *074567*12) Activation of the call forwarding if busy/no answer to the messaging system: *07999*<delay> (eg forwarding to the messaging system after 12 seconds: *07999*12) Inactivation of the call forwarding: *07 19 S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

20 Activation and inactivation from the user interface; Access to the user interface: see Line sharing You can activate the line sharing in order to make ring your main phone and another one (internal or external), simultaneously (eg your mobile phone). The activation and inactivation of the line sharing can be done from the phone or from the user interface. Activation or inactivation from the phone: Activation of the line sharing: *08<number of the secondary phone> (eg with the mobile number : * ) Inactivation of the line sharing: *08 20 S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

21 Activation and inactivation from the user interface: Access to the user interface: see S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

22 4.10. Shortened calls You can affect the F3 to F10 keys of your Aastra 6757i to shortened calls. Access to the user interface: see S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

23 4.11. Lines supervision On the F3 to F10 keys, you can supervise others phones states and see if they are in a communication or not. This function can be added to the shortened calls of a correspondent. Once a phone is supervised, the associated key is fixed green to indicate one (or more) activated communication(s). Otherwise, it is turned off. Access to the user interface: see S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

24 4.12. Enterprise directory Search criterions by first name/family name and/or by category are available. Access to the user interface: see 3.16 To go to the enterprise directory, click on: Select your search criterions and then click on the phone number of your contact (fixed or mobile). 24 S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

25 5. Standard SIP phones (fixed/dect/wifi) 5.1. Multi lines/two-way switch During a communication, you can establish other concurrent calls by a line taking (until 4 max per phone) through the following way: *02 The correspondent is on hold A message invites you to dial a new number Dial the number of your correspondent and press # To switch between lines on hold: #1 (to go back to the communication on the first line) #2 (to go back to the communication on the second line) In case of a call failure on a new line, a holding tone is displayed. The line selection of a correspondent on hold must be done (eg: #1) Put on hold During a communication, you can put on hold via the DTMF code: *04 A music (configured on the S5000) is displayed for the 2 participants. To take him back, press: * Blind transfer The transfer of a new call (without consultation) is done through: *02 The correspondent is on hold A message invites you to dial a new call Dial the new correspondent number and # Hang up the phone 5.4. Transfer with consultation The transfer of a new call (without consultation) is done through: *02 The correspondent is on hold A message invites you to dial a new call Dial the new correspondent number and # Wait for the new correspondent to pick up If he does accept the transfer just hang up. If he does not accept the transfer, dial #1 to take the correspondent on hold (line 1). 25 S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

26 5.5. Conferencing with 3 participants To start a conference with 3 participants: -Call the first correspondent -Once the communication starts, press *02 -The correspondent is on hold -A message invites you to dial a new call -Dial the third participant number and then # -When he picks up, if he accepts to join, press * Interception of calls (barge-in) You can intercept a call to the phone A from a phone B if the phones A and B are part of a same interception group (defined by the system administrator). From the intercepting phone, dial *01# Or dial the number of the phone to intercept (press # to send the call) Simple call forwarding You can program call forwarding: Systematically If busy or no answer after the delay you want Forwarding can be done: To a specific number (internal or external) To the phone messaging The activation or inactivation of the call forwarding can be done from the phone or from the user interface: Activation and inactivation from the phone; Activation of the systematic call forwarding to another phone: *07<forward number> (eg forwarding to the n 4567: *074567) Activation of the systematic call forwarding to the messaging system: *07999 Activation of the call forwarding if busy/no answer to another telephone: *07<forward number>*<delay> (eg forwarding to the n 4567 after 12 seconds: *074567*12) Activation of the call forwarding if busy/no answer to the messaging system: *07999*<delay> (eg forwarding to the messaging system after 12 seconds: *07999*12) Inactivation of the call forwarding: *07 26 S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

27 Activation and inactivation from the user interface; Access to the user interface: see Line sharing You can activate the line sharing in order to make ring your main phone and another one (internal or external), simultaneously (eg your mobile phone). The activation and inactivation of the line sharing can be done from the phone or from the user interface. Activation or inactivation from the phone: Activation of the line sharing: *08<number of the secondary phone> (eg with the mobile number : * ) Inactivation of the line sharing: *08 27 S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

28 Activation and inactivation from the user interface: Access to the user interface: see 3.16 NB: The removal of the line sharing field content inactivates the sharing. 28 S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

29 5.9. Enterprise directory You can access to the enterprise directory form the user interface and directly call a selected contact. Once you click on a contact (fixed or mobile), the caller s phone rings and then the call is launched. Search criterions by first name/family name and/or by category are available. To access to the user web page from a HTML browser (Mozilla Firefox or Internet Explorer), enter the following URL: User: #<phone number> Password: (see with your system administrator) You can also access to the enterprise directory by clicking on: Enter your search criterions and click on the contact number (fixed or mobile). 29 S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

30 5.10. SMS sending You can send SMS messages from the user interface to one or many IP phones. The addressee s phone rings (sound notification) and the message is displayed on the screen (date/time/sender). Then select the SMS mode and click on the addressee: You can add other addressees (numbers separated with comas). To cancel the display on the phone screen, press *09 30 S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

31 6. Advanced call resending (for the administrator) The system administrator can define advanced resending rules such as: -Automatic resending of all the calls coming from the outside everyday between 7pm to 8am to the messaging voice -Automatic resending of calls for the 5151 on Tuesdays and Thursdays between 9am and 1pm only for a certain period (June 10 th to September 30 th ) to the Resending on demand for the calls of 5152 to Etc... To ask for the activation of a rule: <Number_IVR>*<Rule code>*<value> Value=1 to inactivate the automation of the rule and delete the resending Value=2 to activate the automation of the rule Value=3 to activate the resending and the automation of the rule (*) For value=2: -If the resending is inactive at that point, it will be active -If the resending is active at that point, it will be inactive Note: The resending rules are established by the system administrator 31 S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

32 7. Messaging (M5000 server) 7.1. Received message notification Notification on the ST2030 phone The ST2030 phone gives an indication when a message appears in the messaging box of the user. notification A notification is also sent to the user (if configured). Object: Message from :19:36 M2Msoft-M5000 IP Messaging System has received a message for user pbi Voice call from : Date : Time : 17:19:36 You can hear (and delete) this message either - by web browser clicking here and login with pbi account - by phone calling M5000 Messaging System dialing 5000 extension By clicking on the link, the user accesses to his user account where he can download and listen to his messages. 32 S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

33 7.2. Access to the messaging system from the phone The access to the messaging system needs 2 steps: A call to the messaging service Identification Call to the messaging system from a ST2030 phone: If a message notification is displayed on the screen, press the Mail key to call the service: If there isn t any notification, press on the right arrow then on the Mail key to call the consultation service. Call from the messaging system from another phone: Dial the messaging service s number (by default 5000) 33 S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

34 Identification: The identification phase might be different according to the access way From the user s phone (owner of the messaging system) From another user s phone (that also has a messaging system) From another phone (without messaging system) Once the messaging system has been called from the user s phone (owner of the messaging service), the system will display a welcoming message indicating the extension (or phone number) of the caller s phone and ask you to type the PIN (*) code of the user s account linked to this phone. -If you want to access to the messaging system of this user s phone, directly type the PIN code and end it with #. -If you want to access to the messaging system of the user but from another phone, type the following sequence: *#. The system asks you to enter the phone s extension linked to the messaging system you want to consult, end it with #, enter the PIN code of the account and press #. Once the messaging system has been called from a phone without messaging system (or from outside), the system will not recognize the caller extension. Therefore the system will directly ask for the phone s extension (linked to the messaging system you want to consult), end it with # and then enter the account s PIN code and press #. If the identification phase fails, the system indicates it and end up the communication. (*) PIN code: The PIN code (or numeric password) is (by default). It must be customized by the user from the messaging system. IMPORTANT: It is strongly advised to avoid entering the PIN codes and extensions numbers you want while you are on the speaker mode with handset hung up. That might engender echo and diaphony. 34 S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

35 7.3. Vocal guides and selections of services Welcome and identification Enter the PIN code / Extension + PIN code Main menu 1= Consultation of the new messages 2= Consultation of saved messages (already consulted) 3= Customization of the messaging box Sequential listening of new messages or saved ones Messages are organized by date 1= Re-listening of current message 2= Go to the next message 3= Delete the current message *= Main menu NB: A new read and undeleted message directly goes on the saved messages list. Customization of the messaging system 1= Change the PIN code 2= Customization of the welcoming announcement *= Main menu Change the PIN code Type the new PIN code Type the new PIN code again Auto return to the menu Customize your messaging system Customization of the welcome announcement 1= Listen to the current announcement 2= Change the announcement *= Main menu Listen to the current announcement Listen to the announcement + Auto return to the menu Customize your welcoming announcement Customization of the welcoming announcement Record the announcement Listen to the new announcement 1= Valid the new announcement 2= Invalid the new announcement Return to the main menu 35 S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

36 7.4. Access to the messaging system from a HTTP browser If you receive a notification , just click on the hyperlink and access to the user account. The URL (from an internet browser) is <M5000-address> is provided by the system administrator <userid> is provided by the system administrator The access to the user account requests a password. Enter the corresponding PIN code. The user account s page is like this: The user can: -enter his address to be notified if he has new messages -know the number of new and saved messages -delete all the new messages and/or delete the saved ones -verify if the welcoming announcement is customized and delete it -verify if the PIN code is customized and put the one by default back (12345) -see every message (the new ones are on bold) with the date and time of reception and the size (16 Ko for 1 sec) and the caller number -listen to every message (via the multimedia app linked to the internet browser) -delete every message individually -The set up of a Personal Assistant allows to go even further, offering various choices for the caller when he s leaving a message; be redirected on the mobile phone of his correspondent, on a colleague s phone or at the main switchboard. The choices can be modified or suppressed at any time. 36 S5000_EN_pbxUserman v1.5-ed2 M2MSOFT All rights reserved

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